Please add an integration for this type of card so that transactions automatically show up in Expensify.
@haneyap Thanks for sharing your idea!
Is this a corporate card? If yes, you might eligible for a VCF. These are the steps you'd need to follow to set up a Visa feed.
Otherwise, we can support this card via spreadsheet import. All you'd need to do is download your transactions to an OFX or CSV spreadsheet, and import them under Settings > Your Account > Credit Card Import.
Let me know if you have any questions! Oh, and don't forget to vote for you own idea! 🙂
I believe this may result in all cc transactions for all cardholders being uploaded to 1 account if we try to set this up. Is that a possibility here? Or is it possible to segment this by cardholder for each Expensify account?
how do i upload the "Description" field?
Hi @haneyap - a corporate card feed would allow you to assign cards to each user individually, so that transactions would then be added to each user's individual account.
In terms of uploading a Description field, are you referring to adding this within your bank's CSV file, or something else entirely?
My Description field question was for when I upload something myself via csv.
Thanks for the clarification, @haneyap! At the moment it's not possible to fill in the Description field on an expense when uploading a CSV of expenses.